Investment Analyst & Operations Coordinator

Summary: The Investment Analyst & Operations Coordinator supports the investment function through the preparation of portfolio reporting, investment analysis, and operational coordination activities. This role is responsible for maintaining accurate investment data across systems, producing recurring and ad hoc reporting for internal stakeholders and investment committees, and supporting the execution and documentation of investment transactions. The position works cross-functionally with investments, accounting, and external managers to ensure consistency, accuracy, and timeliness of investment information and materials.

Essential Duties and Responsibilities:

• Prepare and maintain recurring investment reports, including portfolio performance, activity summaries, and analytics for internal stakeholders and committees.


• Support investment analytics and forecasting, including cash flow projections, income analysis, and variance explanations.


• Maintain data integrity across investment systems, ensuring accuracy of holdings, classifications, yields, and transaction records.


• Develop and distribute Investment Advisory Group (IAG) and Investment Committee (IC) materials, including meeting decks, supporting analysis, and minutes in accordance with the work plan.


• Collaborate with accounting, external managers, and internal stakeholders to reconcile data and ensure consistent reporting across functions.


• Assist with compliance and governance processes, including adherence to investment policies and preparation of supporting documentation.


• Assist the Chief Investment Officer in the evaluation of new investment opportunities, including supporting due diligence and analysis, and management of external relationships.


• Participate in ad hoc analysis and special projects related to portfolio strategy, asset allocation, risk management, and investment performance.


• Support process improvements and operational initiatives, including enhancements to reporting tools, workflows, and document management systems.


• Other duties as assigned.

Supervisory Responsibilities:

There are no supervisory responsibilities with this position.

Qualifications: 

To perform this job successfully, an individual must be able to perform each essential duty on a timely basis and to a high degree of precision. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

Bachelor’s degree from a four-year college or university; five to ten years of related experience and/or training; or equivalent combination of education and experience. Evidence of professional level of achievement such as an MBA or Chartered Financial Analyst (CFA), preferred.

Certificates, Licenses, Designations, Registrations: 

Successful completion of the Life Office Management Association (LOMA) certifications and designations: Customer Essentials Certificate; Associate, Customer Service (ACS); Associate, Life Management Institute (ALMI); and Associate, Insurance Regulatory Compliance (AIRC), required.

Core Competencies: 

To perform the job successfully, an individual should demonstrate the following core competencies: Communicates Clearly and Effectively; Demonstrates Leadership; Achieves Results; Builds Partnerships; Thinks Strategically; and Adapts to and Promotes Change.

Technical Competencies:

Possesses excellent presentation and relationship management skills. Demonstrates knowledge and experience in multiple asset classes with experience in multiple aspects of portfolio management. Can develop portfolio monitoring frameworks applying advanced quantitative methods. Demonstrates the ability to develop and implement risk management frameworks around embedded value, Enterprise Risk Management and Asset Liability Management. 

Computer Skills: 

To perform this job successfully, an individual should have extensive knowledge of the Microsoft Office suite of products. A working knowledge of Clearwater investment accounting system a plus.

Mathematical Skills: 

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra and bond math. Ability to build Excel models and worksheets for both basic calculations and higher-level analysis or projections. Subject matter expertise to quantify/explain/apply/probability, distributions, and other advanced math concepts.

Industry Competencies:

Life insurance industry experience. Familiarity with risk mitigation techniques within the insurance industry.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds.

Work Environment: 

This position offers a hybrid work environment, allowing flexibility to work both from home and in the office. In-office work may vary based on business needs. While the exact frequency of in-office work is subject to change, the role requires adaptability to meet the evolving demands of the business area. The noise level in the office is moderate, providing a comfortable environment for focused work. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable on-site accommodation may be made to enable individuals with disabilities to perform the essential functions. The organization values work-life balance and strives to maintain a flexible and collaborative environment for all employees.

The candidate's starting pay will fall within the salary range provided and is determined based on job-related factors, including, but not limited to, the experience; qualifications, licensure and certifications; knowledge; skills; business and organizational needs; and market conditions. Candidates with the minimum necessary experience, qualifications, knowledge, and skillsets for the position should not expect to receive the upper end of the pay range. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

We offer a comprehensive package of benefits including paid time off, health and dental insurance, and 401(k) to eligible employees. You can find more about our benefits at: https://flimp.live/RNAbenefitshowcase

Additionally, this position is incentive eligible with a target based on company performance, and/or individual results achieved; the specific incentive plan and target amount will be determined on the role.

The date of the posting can be found on Royal Neighbors of America's career page at the top of each job posting.